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Our Resources

Client Events

Friends, Fun & Finances

Financial planning and fun are not mutually exclusive. Every year, clients are invited to take part in a full calendar of educational events, where they have the opportunity to learn about a variety of different topics to better their financial and personal choices and experiences. There are also activities offered just to have fun together. These events are put on throughout the year to show our appreciation and to celebrate the richness of life we are blessed to share. The client events are always well attended and received, and vary year to year.

2021 Events


FEBRUARY

Economic Forecast Workshop

March

Legacy Planning Workshop

MAY

Wellness Workshop

JULY

Social Security Workshop

September

Cooking Class

November

Charitable Giving Workshop

December

Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard

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**All events are assumed to be virtual webinars until further notice

2020 Events


FEBRUARY

Economic Forecast at SLO Brew Rock

JULY

Identity Theft & Cyber Security Workshop (VIRTUAL)

AUGUST

Wellness Workshop (VIRTUAL)

OCTOBER

Conference Call: Election 2020 (VIRTUAL)

NOVEMBER

Charitable Giving Workshop (VIRTUAL)

DECEMBER

Savvy Women, Smart Investors Workshop (VIRTUAL)

2019 Events


FEBRUARY

Economic Forecast at SLO Brew Rock

APRIL

Wine Tasting Tour at Laetitia and Chamisal Vineyards

JULY

 Social Security Workshop at Café Roma

AUGUST

 Summer Night on the Ranch at Filipponi Ranch

OCTOBER

 “Retire on Purpose” Workshop at Café Roma

NOVEMBER

Charitable Giving Workshop at Crew Wealth Management

DECEMBER

Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard

Interested In Attending? Call Us Today at (805) 781-3885 For More Details!

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